Logan Wolfley is a registered investment advisor at Rea Financial, based in Orlando, FL, with 3 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 146 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable based on total assets under management.
Fee Estimator
Location
7680 Universal Blvd, Suite 620, Orlando, FL, 32819
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rea Financial
Previous Registrations
Triad Wealth Partners, LLC
Triad Wealth Partners, LLC
Cobler Capital Management, LLC
Ofg Financial Services, INC.
Ofg Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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